Descubre
Talleres de procesos, auditoría de datos y un ajuste con el producto estándar.
Fase 2 · Evaluar
Industria
From Enrolment to Fee Receipt, One Record.
Student records live in the SIMS, fees are keyed again in finance, and the bursar reconciles receipts and arrears by hand every term.
Cómo lo resolvemos
Business Central or Finance & Operations with SchoolFlow 365: the student information management system (SIMS) feeds fee billing, receipts and arrears into the ledger, with sponsor and funder reporting.
Lo que obtienes
Students, classes and fee structures flowing in from the SIMS
Fee invoices, receipts, arrears and refunds on the ledger
Sponsor, bursary and scholarship tracking
Budgets, procurement and payroll for staff
Learning institutions: from enrolment to fee receipt, one record
The student information management system and the ledger connected, with fees, bursaries and receipts controlled.
Dynamics 365
Fee billing, receipts, budgets, procurement and payroll
Azure
Integration to the student information management system
Power Platform
Approvals and workflow for fee waivers and requisitions
Power BI & Fabric
Collection, arrears and cost per programme
Microsoft 365 & Equipos
Approvals and communication in Teams
Start Enrolment in the SIMS
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Enrol Hold students in the SIMS Students, classes and fee structures are maintained in the student information management system. Azure SchoolFlow 365 Integration SIMS integration
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Factura Raise fee invoices Fees are invoiced by term, class or programme from the structure. Dynamics 365 SchoolFlow 365
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Waive Approve waivers and bursaries Bursaries, waivers and refunds are approved before they post. Dynamics 365 Microsoft 365 & Equipos SchoolFlow 365 Punto de control
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Collect Receipt and reconcile Receipts post to the ledger and arrears are tracked. Dynamics 365 SchoolFlow 365
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Compra Adquirir y pagar a los proveedores Requisitions and supplier payments run under approval. Dynamics 365 Power Platform ProcurementFlow 365 DisbursementFlow 365 Punto de control
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Personal Procesar la nómina Staff payroll posts to the ledger by dimension. Dynamics 365 PayrollFlow 365
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Informe Report to the board and sponsors Collection, arrears and cost per programme from live data. Power BI & Fabric Microsoft 365 & Equipos
Result Fees receipted, reconciled and reported
Este es el patrón estándar que implementamos. El alcance exacto, los sistemas y las integraciones se confirman contigo en un taller de descubrimiento.
Nuestro enfoque
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Diseño
Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.
Despliegue
Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.
Apoyo
Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.
Plataforma y productos para este sector
Learning Institutions programmes typically run on Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Power Platform & Power BI, with SchoolFlow 365, ProcurementFlow 365, PayrollFlow 365, DisbursementFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
Cómo funciona un programa
Empezamos con el proceso que más perjudica en el sector, no con todo el ERP. Descubrimiento y ajuste de tus propios procesos, un diseño aprobado por finanzas y operaciones, un piloto en documentos reales, y luego despliegue en fases con hypercare tras la puesta en marcha.
Descubrir: talleres, auditoría de datos y ajuste escrito
Diseño: planos, integraciones y las extensiones justificadas
Despliegue: configuración, ensayos de migración, formación y cambio
Apoyo: hipercuidado, servicios gestionados y revisiones de optimización
Preguntas frecuentes
Which Dynamics 365 platform suits Learning Institutions?
Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Power Platform & Power BI. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Learning Institutions?
SchoolFlow 365, ProcurementFlow 365, PayrollFlow 365, DisbursementFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
¿Cómo empezamos?
Con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de la brecha sobre tus propios procesos. Recibes un ajuste de la diferencia por escrito y un plan por fases antes de que se acuerde un programa.